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Today’s Talk Your Book is brought to you by Franklin Templeton:

We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

On today’s show, we discuss:

  • The yield environment prior to 2022
  • How asset allocation works within a multi-asset portfolio
  • How the yield curve and inflation affect income generating portfolios
  • Targeting the right stock to bond mix, and utilizing duration
  • Benchmarking multi-asset funds
  • How sticky cash on the sideline is, and what that could mean for asset flows moving forward
  • How convertible bonds work
  • Understanding risk-adjusted yield
  • How advisors are using this product

Listen here:

Charts: 

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